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iShares S&P 500 Growth ETF

1,882 hedge funds and large institutions have $44.6B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 578 increasing their positions, 762 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $9.89M

93% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 80

17% more capital invested

Capital invested by funds: $38.2B → $44.6B (+$6.32B)

5% more funds holding in top 10

Funds holding in top 10: 188197 (+9)

3% more funds holding

Funds holding: 1,8311,882 (+51)

0.02% more ownership

Funds ownership: 73.87%73.89% (+0.02%)

24% less repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 762

Holders
1,882
Holders Change
+51
Holders Change %
+2.79%
% of All Funds
24.78%
Holding in Top 10
197
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.79%
% of All Funds
2.59%
New
154
Increased
578
Reduced
762
Closed
80
Calls
$26.7M
Puts
$9.89M
Net Calls
+$16.8M
Net Calls Change
+$9.92M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
1051
Grandfield & Dodd
New York
$928K +$834K +8,430 New
OPA
1052
Old Port Advisors
Maine
$927K -$24.6K -249 -3%
SIC
1053
Sigma Investment Counselors
Michigan
$926K -$80K -808 -9%
FDCDDQ
1054
Federation des caisses Desjardins du Quebec
Quebec, Canada
$922K -$225K -2,274 -21%
EFG
1055
Embree Financial Group
Illinois
$920K +$416K +4,204 +101%
TFO
1056
Tarbox Family Office
California
$916K
ACIM
1057
Azimuth Capital Investment Management
Michigan
$914K +$29.7K +300 +4%
DW
1058
Durante & Waters
New York
$914K
QFW
1059
QTR Family Wealth
Florida
$911K -$23.8K -240 -3%
MCWS
1060
McKinley Carter Wealth Services
West Virginia
$910K -$25.1K -254 -3%
BPWM
1061
Badgley Phelps Wealth Managers
Washington
$903K
SFWA
1062
Summit Financial Wealth Advisors
Louisiana
$902K +$62K +626 +8%
KW
1063
KWB Wealth
California
$901K +$198 +2 +0%
BWM
1064
Buska Wealth Management
Wisconsin
$899K +$11K +111 +1%
GI
1065
GAMCO Investors
Connecticut
$889K +$7.72K +78 +1%
LAS
1066
Lloyd Advisory Services
Georgia
$884K -$12.3K -124 -2%
GC
1067
Garde Capital
Washington
$877K -$132K -1,334 -14%
SKK
1068
Shepherd Kaplan Krochuk
Massachusetts
$874K -$1.09K -11 -0.1%
FCP
1069
Fidelis Capital Partners
Florida
$873K
FPGK
1070
Financial Partners Group (Kansas)
Kansas
$870K +$198 +2 +0%
BONH
1071
Bank of New Hampshire
New Hampshire
$866K
CIA
1072
Capital Investment Advisors
Georgia
$865K +$144K +1,451 +23%
BFS
1073
Bare Financial Services
Pennsylvania
$863K
MWP
1074
Madison Wealth Partners
Wisconsin
$855K +$396 +4 +0.1%
ST
1075
Sageworth Trust
Pennsylvania
$855K

IVW Hedge Fund Activity: Q2 2025 in Review

1,882 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2025, worth a combined $44.6B — up 17% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new IVW positions and 80 closed out — a net gain of 74 holders — while 578 added to existing stakes and 762 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $337M. The largest seller was Envestnet Asset Management, cutting an estimated $268M.

  • 1,882 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2025, up from 1,831 in Q1 2025.
  • Funds reported $44.6B of iShares S&P 500 Growth ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 154 funds opened new iShares S&P 500 Growth ETF positions in Q2 2025 and 80 closed out, a net change of +74 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2025 was Fidelity International, an estimated $337M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2025.